See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,604 | $81,460+2.6% | $103,333-19.1% | $80,856+3.4% |
| Participation rate | 55.6% | 66.8%-11.3pp | 74.5%-19.0pp | 67.6%-12.1pp |
| Annual return | 15.08% | 25.55%-10.5pp | 24.88%-9.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,242 | $3,105-60.0% | $3,868-67.9% | $2,755-54.9% |
| Participant deferral / active EE | $1,836 | $3,869-52.5% | $5,057-63.7% | $4,296-57.3% |
| Admin fee / account holder | $16,399 | $6,566+149.7% | $8,355+96.3% | $6,918+137.0% |